Add general information for a customer

Before you start

Create a customer

In some of the steps in this procedure, you only have to check that the information is correct for the customer you are creating.

1. You are here: On the General information tab.
2. In the Main address section, add the address information.
3. In the Main contact section, fill in the Attention, Email and Phone fields.
4. In the Financial settings section, select the Customer class.
5. Select the Terms for the customer class.
6. Select the Currency ID and the other currency settings.
7. Click .

Related pages

Concepts

• About customer account setup
• About preliminary configuration

Tasks

• Make customer-specific changes
• Delete customer
• Create a customer
• Set customer print and email preferences
• Prepare to use electronic invoices for customers
• Enable write-offs for customer
• Set up e-mail invoices for one customer
• Configure mailing settings for dunning letters for a customer
• Set up invoice mailing for a customer
• Add a payment method and a bank account to a customer
• Add delivery settings for a customer
• Add invoicing settings for a customer

Windows

• Customers (AR303000)
• Customer ledger preferences (AR101000)